Fabien _the efficient capital allocator

fabienwks | Joined since 2010-12-10

Investing Experience Advanced
Risk Profile Moderate

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User Comments
Stock

1 week ago | Report Abuse

Yinson enters exclusivity agreement with bp to reserve FPSO Nganhurra for PAJ ...

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3 weeks ago | Report Abuse

Keck Seng has been "undervalued" like ever in decades...

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4 weeks ago | Report Abuse

Chocolate is one of the most popular sweet treats on the planet. Global annual...

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1 month ago | Report Abuse

their capital management strategies is a little bit complicated and not easy t...

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1 month ago | Report Abuse

9 consecutive quarters of losses. gruesome

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1 month ago | Report Abuse

We raise FLB’s FV to RM 2.26 (from RM1.98), ascribing a 8.6x P/E (5Y average) ...

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1 month ago | Report Abuse

Currently, FLB has pending orders (until 3Q) with locked in plywood prices hov...

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2 months ago | Report Abuse

either they distribute the excess cash or make it work harder. the only way to...

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2 months ago | Report Abuse

At least management is doing something via monetizing assets/unlocking value. ...

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2 months ago | Report Abuse

2015 was their record year. PAT 31.7mil. EPS 30sen and DPS 15sen (about 50% pa...

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2 months ago | Report Abuse

Q1 FCF is 26mil or 26sen per share. 3 sen divvy is a tiny piece. Cash balances...

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2 months ago | Report Abuse

Based on the North America lumber market outlook report, housing starts, which...

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2 months ago | Report Abuse

Moreover, due to rising investments in oil & gas extraction and production...

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2 months ago | Report Abuse

Global FPSO market was valued at $11.91 billion in 2021 and is expected to rea...

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2022-05-02 20:16 | Report Abuse

Not forgetting, their annual bean griding capacity exceeding 300,000MT

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2022-05-02 20:12 | Report Abuse

The game changer comes when their processing facility at Ivory Coast commence ...

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2022-04-29 22:47 | Report Abuse

Oriental is like a business with free optionality

You are getting paid to wai...

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2022-04-29 16:31 | Report Abuse

Good riddance. Share price moved after someone dumped his shares.

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2022-04-29 09:27 | Report Abuse

Very happy to have bought Dialog at 2.48

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2022-04-28 20:16 | Report Abuse

Highest revenue ever, indicative of elevated ASP. Expect PCHEM to record highe...

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2022-04-27 22:20 | Report Abuse

1. Demand for RV is robust
2. Lumber prices remain elevated at above $1k/boar...

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2022-04-27 22:14 | Report Abuse

Results for the RV Industry Association’s March 2022 survey of manufacturers d...

News & Blogs

2022-04-25 20:20 | Report Abuse

All i care about is that i will make millions from palm oil

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2022-04-20 21:16 | Report Abuse

Just hold la. I expect this coming dividend at least 1.30 per share

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2022-04-13 21:56 | Report Abuse

Inflation at 8.5%

Investors are better off holding productive assets such as ...

News & Blogs

2022-04-05 21:01 | Report Abuse

TSH managed to sell undeveloped land at such a premium price. These plantation...

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2022-03-25 21:17 | Report Abuse

But having said that, im confident UP will record a better profit this year co...

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2022-03-25 21:15 | Report Abuse

UP is counter cyclical. Up swing in commodity prices is not good for them. The...

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2022-03-22 21:50 | Report Abuse

It's been a while 3i. I don't have FV for PBB but happy to hold for the next 5...

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2022-03-07 14:27 | Report Abuse

Picked up some at discount sales 1.29

News & Blogs
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2022-03-04 16:42 | Report Abuse

UP will thrive both good and bad times. when CPO normalises which is a questio...

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2022-03-04 15:36 | Report Abuse

As applications for BNM's five digital banking licences enter their final stag...

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2022-02-28 21:36 | Report Abuse

Results quite decent. ROE came in at 8%

FY2022 ROE target 8.5%-9%

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2022-02-28 10:04 | Report Abuse

85 sen dividend above my expectations! this year very ong heng huat!

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2022-02-26 10:27 | Report Abuse

Put it this way, you are getting annual yield of more than 6% while waiting fo...

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2022-02-23 21:24 | Report Abuse

Just take a look as recent as dec'19 to early jan'20 before the covid ...

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2022-02-21 17:57 | Report Abuse

The worst is over indeed. The BOD is optimistic another excellent financial pe...

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2022-02-21 17:50 | Report Abuse

RM51mil record quarterly profit

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2022-02-20 20:37 | Report Abuse

At the very least, UP deserves 20x PE

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2022-02-17 22:59 | Report Abuse

Rising tide lift all boats. even the "value trap" can move

Don't ...

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2022-02-17 22:58 | Report Abuse

Rising tide lift all boats

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2022-02-15 16:07 | Report Abuse

CPO almost hitting 6k. Very good start to CNY

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2022-02-11 19:14 | Report Abuse

Good start to CNY!

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2022-02-08 22:11 | Report Abuse

HLIB TP 1.98

- Positive spillover from US and Canada “lumber war"
- Susta...

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2022-02-07 12:17 | Report Abuse

Expecting bumper dividends